冠通期货早盘速递-20250724

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - The National Development and Reform Commission will improve the institutional mechanism for the coordinated development of state - owned and private enterprises to enhance economic vitality and industrial competitiveness [2] - As of the end of June, the cumulative installed power generation capacity in China reached 3.65 billion kilowatts, with significant growth in solar and wind power, while the average utilization hours of power generation equipment decreased [2] - Chinese Vice - Premier He Lifeng will go to Sweden from July 27th to 30th to hold economic and trade talks with the US, aiming to continue consultations on economic and trade issues [3] Section Summaries Hot News - On July 23rd, the National Development and Reform Commission held a corporate symposium on the coordinated development of state - owned and private enterprises [2] - As of the end of June, the cumulative installed power generation capacity in China was 3.65 billion kilowatts, solar power was 1.1 billion kilowatts, and wind power was 0.57 billion kilowatts [2] - He Lifeng will hold economic and trade talks with the US in Sweden from July 27th to 30th [3] - Trump's claim that reducing short - term interest rates would save $1 trillion in annual interest expenses is unlikely to be true [3] - US House Speaker Johnson is disappointed with Fed Chairman Powell, and he is unclear about the legal power to remove the Fed Chairman [3] Plate Performance - Key focus: Coking coal, soda ash, coke, methanol, pulp [4] - Night - session performance: Non - metallic building materials rose 2.55%, precious metals 29.66%, oilseeds 12.09%, etc. [4] Plate Positions - The document shows the position changes of commodity futures plates in the past five days, but specific data are not summarized here [5] Performance of Major Asset Classes - Equity: The Shanghai Composite Index rose 0.01% daily, 4.00% monthly, and 6.88% annually; the Hang Seng Index rose 1.62% daily, 6.09% monthly, and 27.31% annually, etc. [6] - Fixed - income: 10 - year treasury bond futures fell 0.11% daily, 0.34% monthly, and 0.37% annually [6] - Commodity: The CRB commodity index rose 0.02% daily, 2.21% monthly, and 2.40% annually; London spot gold fell 1.30% daily, rose 2.56% monthly, and 29.06% annually [6] - Others: The US dollar index fell 0.15% daily, rose 0.45% monthly, and fell 10.40% annually; the CBOE volatility index was flat daily, fell 1.37% monthly, and 4.90% annually [6]